Execute accurate and timely trades in Cash and Derivative segments for institutional clients via platforms like BOLT, NEAT, and CTCL.

Actively engage with Mutual Funds (Active & Passive), Insurance Companies, Banks, PMS, and other institutions to manage and expand client relationships.

Identify business opportunities and promote in-house research, trade ideas, and execution services to institutional clients.

Handle arbitrage trades, SR trades, and provide market insights and trade support aligned with client mandates.

Coordinate closely with internal teams including back office, research, and compliance to ensure smooth trade settlement and regulatory adherence.

Maintain real-time awareness of market trends, macro events, and regulatory developments impacting institutional trades.

Assist in broker empanelment processes and contribute to enhancing institutional onboarding efficiency.

Job Competencies:

Institutional Relationship Management

Client-Centric Approach





Decision-Making Agility

Strategic Thinking

Cross-Team Collaboration

Technical Competencies:

Terminal Proficiency (NEAT/BOLT/CTCL)

Advanced Excel Skills

Bloomberg Navigation

ALGO Execution Handling

Preferred candidate profile

Holds NISM Series VIII: Equity Derivatives Certification (mandatory for institutional dealing roles).

Demonstrates hands-on experience in executing institutional trades with precision and speed.

Brings existing relationships or prior experience servicing institutional clients (MFs, Insurance, PMS).

Possesses solid communication and client servicing abilities, including the capability to deliver market updates and research insights.

Is adaptable, detail-oriented, and continuously eager to learn market tools and evolving regulatory frameworks.

📌 Institutional Dealer (Mumbai)
🏢 Sushil Finance
📍 Mumbai